ICA Group Wealth Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,308
| Closed | -$246K | – | 1279 |
|
|
2024
Q1 | $246K | Buy |
6,308
+4
| +0.1% | +$156 | 0.05% | 247 |
|
|
2023
Q4 | $233K | Buy |
+6,304
| New | +$233K | 0.05% | 233 |
|
|
2023
Q3 | – | Sell |
-6,127
| Closed | -$186K | – | 1120 |
|
|
2023
Q2 | $186K | Sell |
6,127
-394
| -6% | -$12K | 0.05% | 237 |
|
|
2023
Q1 | $222K | Sell |
6,521
-1,030
| -14% | -$35.1K | 0.05% | 224 |
|
|
2022
Q4 | $325K | Sell |
7,551
-49
| -0.6% | -$2.11K | 0.08% | 199 |
|
|
2022
Q3 | $331K | Buy |
7,600
+47
| +0.6% | +$2.05K | 0.07% | 248 |
|
|
2022
Q2 | $382K | Buy |
7,553
+147
| +2% | +$7.44K | 0.07% | 238 |
|
|
2022
Q1 | $367K | Buy |
+7,406
| New | +$367K | 0.07% | 235 |
|